Free HR template guide · 2026

Exit Checklist for Clearance & Full-and-Final

Exits go wrong when clearance is a hallway conversation—track laptop, access, and F&F in one visible checklist.

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Exit checklists orchestrate resignation acceptance through full-and-final settlement, asset return, and knowledge transfer. Indian notice periods, leave encashment, and PF withdrawal guidance all touch different teams—without a list, alumni chase HR for weeks.

Operational steps below help HR run predictable offboarding. Settlement tax and legal disputes need specialist input. IntelloHRM exit tasks plus document templates keep relieving letters aligned with completed clearance steps.

Exit Checklist — what to include

Resignation and notice

Acceptance letter, LWD confirmation, notice shortfall calculation, and handover plan.

Clearance matrix

IT assets, ID card, library/locker, manager sign-off, and finance advance recovery.

Payroll and F&F

Leave encashment, bonus pro-rata, gratuity eligibility flag, and settlement sheet approval.

Post-exit

Relieving and experience letters, PF/ESI exit dates, reference policy, and alumni communication.

Exit Checklist checklist

  • Publish last working day to payroll and IT
  • Schedule exit interview and feedback capture
  • Revoke email and app access on LWD midnight
  • Collect laptop, phone, and access cards with receipts
  • Run F&F calculation before experience letter if policy ties
  • Upload all exit PDFs to employee dossier

How IntelloHRM helps with Exit Checklist

Mark each clearance step in IntelloHRM before generating relieving letters—payroll uses locked LWD attendance for encashment without reopening closed months manually.

See document templates

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Exit Checklist — FAQs

Exit checklist for termination?

Use parallel track with legal-approved wording and accelerated access cut-off.

Can LWD change after acceptance?

Requires mutual written agreement and payroll recalculation.

Hold relieving for asset return?

Policy choice—communicate timeline; avoid indefinite delay.

Absconding employee process?

Follow counsel playbook; document outreach attempts before closure.

Exit interview mandatory?

Recommended for feedback; separate notes from disciplinary files.

Consultant exit checklist?

Focus on IP return and invoice closure—not PF steps.

Does IntelloHRM calculate F&F?

Payroll handles settlement components; checklist ensures inputs are complete.

Rehire eligibility flag?

HR-only note on profile; do not put on relieving letter unless policy requires.

Standardise your Exit Checklist

Generate consistent HR documents from shared templates — start a 30-day IntelloHRM trial.

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